SPDR INDEX SHS FDS's ticker is EFAX and the CUSIP is 78470E106. A total of 61 filers reported holding SPDR INDEX SHS FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,582,356 | +5.5% | 44,608 | +11.9% | 0.28% | +12.6% |
| Q2 2023 | $1,500,228 | +4.9% | 39,847 | +3.2% | 0.25% | -7.3% |
| Q1 2023 | $1,430,826 | +10.4% | 38,628 | +102.8% | 0.27% | +0.4% |
| Q4 2022 | $1,295,869 | +6.5% | 19,052 | -8.4% | 0.27% | -0.4% |
| Q3 2022 | $1,217,000 | -4.3% | 20,793 | +7.0% | 0.27% | +9.2% |
| Q2 2022 | $1,272,000 | -13.9% | 19,424 | +1.1% | 0.25% | +4.6% |
| Q1 2022 | $1,478,000 | -3.4% | 19,214 | +5.4% | 0.24% | -4.0% |
| Q4 2021 | $1,530,000 | +17.5% | 18,231 | +15.7% | 0.25% | +8.7% |
| Q3 2021 | $1,302,000 | +11.4% | 15,753 | +12.6% | 0.23% | +11.7% |
| Q2 2021 | $1,169,000 | +8.4% | 13,992 | +4.2% | 0.20% | 0.0% |
| Q1 2021 | $1,078,000 | +7.6% | 13,423 | +4.4% | 0.20% | +3.0% |
| Q4 2020 | $1,002,000 | +56.3% | 12,853 | +37.1% | 0.20% | +36.3% |
| Q3 2020 | $641,000 | +168.2% | 9,374 | +154.1% | 0.15% | +147.5% |
| Q2 2020 | $239,000 | – | 3,689 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LAKE STREET ADVISORS GROUP, LLC | 770,211 | $27,321,000 | 1.62% |
| Leith Wheeler Investment Counsel Ltd. | 269,428 | $9,557,340 | 1.26% |
| Gemmer Asset Management LLC | 258,654 | $9,175,160 | 1.24% |
| AIFG Consultants Ltd. | 9,884 | $350,612 | 0.29% |
| Institute for Wealth Management, LLC. | 44,608 | $1,582,356 | 0.28% |
| Astoria Portfolio Advisors LLC. | 15,903 | $540,227 | 0.26% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 212,926 | $7,553,060 | 0.21% |
| Bond & Devick Financial Network, Inc. | 8,621 | $305,810 | 0.20% |
| Aufman Associates Inc | 6,498 | $230,485 | 0.19% |
| Stonehearth Capital Management, LLC | 7,832 | $277,822 | 0.15% |